Fund Support Specialist

About the position

Project Development, Implementation & Maintenance assistance

• To assist in the implementation of the company collective investments strategy to deliver and promote the company's investment management funds and solutions, in line with business objectives.
• To be able to have a clear understanding of operational and system flows, to identify gaps in the process and to resolve process breakdowns, exceptions and troubleshooting.
• To assist in streamlining processes and unlocking efficiencies. Actively assessing /questioning the relevance of current processes and driving improvements of processes in the operations team and across the business where required.
• Review the business processes and together with the Head, you will collaborate and see whether they are appropriate, current, suitably maintained and documented.
• Providing inputs, QA and sign-off of specifications, documents and processes within agreed deadlines.
• To assist in the development of new solutions, or changes to existing solutions and strategies in conjunction with the business.
• To be able to assist the Head of Fund Operations in launching new funds, portfolios and enhancements to existing fund and portfolios structures.
• Support the business in operational considerations of any related regulatory changes and partnering with other members within the team to ensure execution of changes is achieved.

Operational Functions

• Maintain supplemental deeds, ASISA mandates and other fund related documents
• Implementation of agreements and dealing terms with managers and providers

Relationship Building

• Build and maintain relationships with internal teams and service providers such as - CAM
• H4 Manco
• Legal, Compliance and Internal Audit
• Actuarial support
• IT
• PAS
• Build and Maintain relationships with external service providers such as - Regulatory and industry bodies such as the FSCA and ASISA
• Banks, Custodians and Trustees
• Fund Administrators
• Brokers (bonds, equities, derivatives, money market, etc)
• System and platform providers (Bloomberg, Morningstar, Profile Media, etc)

Desired Skills:

• collective investment scheme
• Portfolio Management
• Business Process
• Funds

Desired Work Experience:

• 5 to 10 years Other Financial Advisory

Desired Qualification Level:

• Degree

About The Employer:

A leading Investment Services company.